DOSSIER · 13F-HR · Q3 2025

MARSHALL & SULLIVAN INC /WA/

$216M in tracked AUM across 43 positions as of Q3 2025.

M&
CIK 0000820123 · last filed Sep 30, 2025
Total AUM
$216M
as of Q3 2025
Holdings
43
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

MARSHALL & SULLIVAN INC /WA/ filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$216M▲ 3.7%
43 positionsLocked
2025Q2Jun 30
$208M▲ 5.6%
119 positionsLocked
2025Q1Mar 31
$197M▼ 3.7%
42 positionsLocked
2024Q4Dec 31
$205M▼ 1.7%
41 positionsLocked
2024Q3Sep 30
$208M▲ 4.0%
40 positionsLocked
2024Q2Jun 30
$200M▼ 1.0%
41 positionsLocked
2024Q1Mar 31
$202M▲ 6.8%
41 positionsLocked
2023Q4Dec 31
$189M▲ 10.3%
39 positionsLocked
2023Q3Sep 30
$172M▼ 4.2%
38 positionsLocked
2023Q2Jun 30
$179M▲ 8.4%
38 positionsLocked
2023Q1Mar 31
$165M▲ 3.6%
39 positionsLocked
2022Q4Dec 31
$159M▲ 10.2%
96 positionsLocked
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